Fiduciary Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
4,740
+1,133
| +31% | +$162K | 0.22% | 93 |
|
|
2025
Q1 | $603K | Buy |
+3,607
| New | +$603K | 0.2% | 105 |
|
|
2024
Q4 | – | Sell |
-4,310
| Closed | -$635K | – | 108 |
|
|
2024
Q3 | $635K | Buy |
4,310
+61
| +1% | +$8.98K | 0.21% | 101 |
|
|
2024
Q2 | $665K | Sell |
4,249
-29
| -0.7% | -$4.54K | 0.26% | 99 |
|
|
2024
Q1 | $675K | Sell |
4,278
-19
| -0.4% | -$3K | 0.26% | 106 |
|
|
2023
Q4 | $641K | Buy |
+4,297
| New | +$641K | 0.28% | 83 |
|